OMF Client Relations Consultant (Rustenburg Boitekong)

Old Mutual Limited; Rustenburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited is seeking a customer-centric professional to deliver exceptional service and build lasting relationships. The role emphasizes understanding customer needs, guiding them to suitable channels, and providing accurate product information to support retention and growth.

The successful candidate will manage orders, address issues, and capture data in the CRM, ensuring compliance with company policies.

Qualifications

• Experience in customer service and CRM data entry.
• Strong communication and relationship-building skills.
• Ability to interview customers to clarify requirements.
• Knowledge of policy and procedures compliance.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Enter relevant information into the CRM system after each contact with a customer.
• Interview the customer following a multilevel sales script to clarify requirements.
• Provide exceptional service to customers to encourage continued use of products/services.
• Develop working knowledge of policies and procedures and regulatory codes relevant to own work.
• Develop and maintain excellent process or technical skills through training and coaching.
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Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Customer Service

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Upselling

Education

Matriculation Certificate (Matric)

Tools

CRM Software

Job description

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

Product/Service Information

Provide advanced product/service information.

Customer Order Processing

Record and process customer orders, selecting the most appropriate approach based on predefined options.

Resolving Customer Issues

Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escale appropriately.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.

Renewals

Provide exceptional service to customers to encourage continued use of the organization’s products/services.

Operational Compliance

Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Instills Trust

Interpersonal Savvy

Nimble Learning

Education

Matriculation Certificate (Matric)

Closing Date

01 November 2026 , 23:59

_ The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. _

_ The Old Mutual Story! _